Creating an Order

Go to Day 2

 

Scheduling

Finally. you need to know who is supposed to be where, everyday. So let’s make sure you’re able to schedule the job.

 

1. Click on the Schedule button on the Order screen.

2. The Schedule will pull up. You will notice that your cursor will show up as a different color depending on the relative location to your home address.
   The colors are based off of the Color Wheel:

3. Click on an available time slot to open the New Job box. In this example, the job is purple, which means that the location is slightly northwest of the home address.

4. The New Job box will populate with the information from the Order.

5. Enter any information needed about the job and click the to Save and Close the job.

Want to learn more about how to schedule a job? Watch this video:

Video Index

• 0:00 – 0:33 – Create an Order
• 0:34 – 1:00 – Schedule Job
• 1:01 – 1:15 – New Job
• 1:16 – 1:47 – Color Wheel

 

Creating an Order                                                                                                Day 1 Complete!                                                                                                       Go to Day 2

 

What’s Next?

Day 1: An Overview of ServiceMonster

Day 2: Let’s look at customizing your account.

Day 3: Let’s make sure you know how to read your dashboard.

Day 4: We’ll get to understand your Accounts and Products/Services.

Day 5: We’ll explore what you can do on the go.